estate planning


It’s Not Just Death and Taxes: You Need an Incapacity Plan That Works When It’s Needed

Estate planning is not only about having a plan in place to deal with what happens at your death.   You need an incapacity plan that works to deal with what happens if you become mentally incapacitated.  In this issue you will learn: ·         What happens without an incapacity plan. […]


5 Tips for Estate Planning for the Non-Traditional Family (Which Probably Means Yours)

Is your family of the “Leave It to Beaver” variety — opposite-gender parents, the first marriage for each, one or more kids, all healthy and thriving? If so, your estate plan will probably be pretty straighforward. But if not, it’s not as simple and you have a lot of company, […]


4 Tips for Avoiding a Will or Trust Contest 1

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart.  Unfortunately, we have the opportunity to observe such contests on a regular basis, and even among families where no one expected there would be any controversy.  Avoiding a will or […]


Estate Planning Tip – Check the Privacy of Your Estate Plan

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private. Will Your Final Wishes […]


AB (Marital/Family/Bypass) Trusts Planning – Do You Need to Get Rid of Yours?

Are you married and is the last time you and your spouse updated your estate plan more than a few years ago?  Then chances are your estate plan contains good old “AB Trust” planning (also called “Marital and Family Trusts” or “QTIP” and “Bypass Trusts”) which, up until 2011, was […]


The Problem With Life Estate Deeds

Many individuals use life estate deeds in an effort to avoid probate and eliminate the need to hire an attorney to prepare a last will and testament, or a trust.  Unfortunately, when someone uses a life estate deed, they lose control over the distribution of their property when things turn […]


Do It Yourself Internet Will Turns Out To Be Very Expensive! 2

ElderlawAnswers.com provides us with information that the Florida Supreme Court rules that money acquired by a woman after executing a form will she obtained from the Internet should be distributed according to the laws of intestacy because the Internet will did not have a residuary clause.  One justice calls the […]